MONEY SM BUSINESS 2004 DVD

The user from Western North Carolina (mmj...) pointed out correctly that the except for printing, the Invoices are not very professionally looking. He's absolutely correct unless you have the FREE PrimoPDF (from download.com) utility installed.

This extremly handy utility (did I mention it is free!) allows you to save your invoice as a PDF file, that looks just the way you layed it out!

Just select PrimoPDF as your printer, select the name and location of your desired output file, screen or file quality option and you're ready to rock and roll!

This just made my day!!!


"Report" functionality sucks   April 11, 2004
10 out of 12 found this review helpful

The reporting feature does not always reflect accurate information. Say, I selected ALL categories to be reported on my Monthly Income and Expense Report, the report came out missing including several categories, and so the total on the report were all screwed-up. If I were not paying attention to that details, I would have been sued by clients for inaccurate billing.


MS Money Small Business 2004 -   March 12, 2004
21 out of 22 found this review helpful

Was I excited that "MONEY" was finally going to make the transition to the Small Business Community?

Absolutely! I have been too busy to want to learn a REAL Accounting program. And I have been using "Money" since the early 90's to balance my checkbook and surely one of the first to use online banking; so the idea that I could integrate invoicing was icing on my cake.

Now for the disappointing reality. While you can make and email invoices and they will be tracked in a receivables account, you will need to create a cash account to receive the money into and then transfer that amount into the account that you download your banking transactions into if you deposit more than one check at a time. Otherwise, you will have double entries in your account. This makes for many extra steps, shuffeling payments here and there.

I would have appreciated this information prior to purchasing yet another version of Money, I could have done this without the Small Business edition. (I think this puts me in the position of Beta testor, and I had to pay for the job.)

Also, I was very disappointed not to find ANY information in either the help files or online. That search in itself was exhaustive.

The help from Microsoft was indeed good. But, I was required to sign up for a "PassPort Account" to communicate with them (not opting for the toll call).

They indicated that it was indeed a problem, and they are working hard to fix it. My wish is that the repair is not a "version upgrade" as this is a definite flaw to a Business package.

Effectively, the only thing that was added to the previous version of Money (I was using Deluxe) was an invoice template, and the ability to change your fiscal year end. (This is something I complained about in Money in the 2002 version.)

I will, of course, continue to use it and I am quite sure that eventually it will be a great ENTIRE solution for a small business, since it already integrates with Excell and TaxCut.

It just needs to do it sooner...


Get Quicken Home & Business 2002 or 2003 instead   March 1, 2004
23 out of 26 found this review helpful

I tried this software for the first time after getting tired of Quicken's quirks. But after four months of infuriation, frustration, and wasted time, Quicken seems like heaven to me. If this is common for Money, I'll never use it again.
As other reviews have stated, there is no customization at all. If it isn't a selection, you don't get it. Just trying to set up a simple home budget is infuriating enough. You cannot select your catagories if they do not appear in their selection. Instead of being able to make layers of catagories like in Quicken (for detailed budget breakdowns), you are stuck with only one. As for downloading account information, it decides what account and where the download should go and refuses to let you change it--even though it is very wrong. You have to search out where it went and remove every single incorrect transaction one at a time. In sum, I hate this software and it has cost me more lost time than it was ever worth.


Business functionality lacking   February 21, 2004
19 out of 21 found this review helpful

I run a small consulting company from my home. (Small meaning, just me.) I purchased the Small Business version of this software to help with my business as well as manage my personal finances.

My business is consulting, I sell my time to customers. Although the software supports creating time items for customers, there is no reporting for time items other than create an invoice to print out the current uninvoiced time activity for a customer. This is unacceptable to me. I need to provide detailed time reporting to my customers, as well as a summarized invoice for payment. I'll have to continue to track my time in a spreadsheet.

Regarding invoices, although the software offers "emailing invoices" as a feature, what it emails is a text invoice, and there is no way to print the invoice to a file or word document to email something a bit more professional. Being in the computer consulting business, text invoices would appear a bit tacky.

So, for me, the two main things I do, track my time on consulting projects and invoice my customers via email, are not possible in this software. I have to continue to use spreadsheets to track my time, and word processing to create the invoices to email to my customers.

The personal finances functionality seems to be the same as previous versions of this software, but be very wary about paying the extra $ for the small business feature set. It seems quite lacking to me.